Search Results | Showing 11 - 20 of 212 results for "Synchron" |
| | ... of experience. Morgans Financial advisers have 17.3 years, while Ord Minnett advisers have 18.7 years. Advisers from Synchron Advice have 16.7 years of experience on average, while those at Count Financial and Lifespan have 14.8 years and 16.5 years ... |
| | | Financial advice firms AMP Financial Planning, Synchron, and Charter farewelled the largest number of advisers, dragging down the total population to 15,708 from 16,415 at the end of the 2023 financial year. Rainmaker analysis of ASIC's Financial Adviser ... |
| | | Financial advisers from large aligned AFSL groups bear the brunt of complaints, according to the Australian Financial Complaints Authority's data, with several AMP and Insignia Financial practices leading the pack. Modelling of the AFCA data shows ... |
| | | ... third-largest life insurer in Australia, according to Plan for Life data. Most recently, Harrison served as chair of Synchron, a role he took up in 2011 and held until the group's acquisition by WT Financial Group in 2022. His involvement with Synchron ... |
| | | ... non-aligned segment fell by just 6%. Overall, there are 10,315 active non-aligned advisers comprising 64% of the sector. Synchron Advice is the largest non-aligned licensee with 295 advisers and $4.2 million in funds under advice. Alliance Wealth (279) ... |
| | | ... is the largest licensee with 546 advisers, followed by Morgans Financial on 447, Charter Financial Planning with 339, Synchron with 327, and Consultum with 306. In terms of advice brands, Insignia Financial is the largest with a combined 1342 advisers ... |
| | | ... advisers have been added to the register. By licensee, the groups that saw the biggest drop in numbers during the month were Synchron (29), Ord Minnett (16) and Charter Financial Planning (12). The 882 existing advisers that had qualified for the nine-month ... |
| | | ... priority list for several firms, WT Financial Group (WTL) being one. In 2021 it acquired Sentry Group and earlier this year Synchron. WTL managing director Keith Cullen agrees scale is an important part of growth. "One thing we've been able to do ... |
| | | ... acquisitions. WTL managing director Keith Cullen attributed the positive results to its B2B restructure and the acquisition of Synchron and Sentry Group. He said when you invest $20 million in acquisitions then you probably want it to reflect in your ... |
| | | Former Synchron general manager Phil Osborne has been appointed to head up Sequoia Financial Group's licensee, Libertas Financial Planning. Osborne, who resigned from Synchron in June after just five months, will support the ongoing development of advisers ... |
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